Vice President, Regional Advisory Consultant West

Advisor Group Inc.; California (MO); Híbrido; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

Advisor Group Inc. is seeking a Vice President, Regional Advisory Consultant for the West region, responsible for driving sales strategy and adopting the firm's Wealth Management Platform. The role includes significant travel (50-75%) and requires strong organizational skills and experience with financial advisors.

The ideal candidate holds a Master's or Bachelor's degree in a relevant field and has over 5 years of relevant experience. Responsibilities include promoting fee-based business, facilitating technology adoption, and collaborating with diverse teams.

Qualificações

• 5+ years in a similar role in financial advisory.
• Ability to travel 50–75% of the time.
• Strong sales-focused personality.
• Extensive knowledge of advisory platforms.

Responsabilidades

• Drive sales strategy and promote fee-based advisory.
• Facilitate adoption of advisory technology.
• Conduct presentations and one-on-one meetings.
• Collaborate with marketing and research teams.

Conhecimentos

Sales strategy

Financial planning

Wealth management concepts

Organizational skills

Client relationship management

Formação académica

Master's Degree

Bachelor's Degree in Economics, Finance, or Business

Descrição da oferta de emprego

Vice President, Regional Advisory Consultant – West

Location(s): CA, NV, HI, AK | Role Type: Full time

Overview

Responsible for driving sales strategy and financial planning adoption for a defined region of advisors, combining internal and field‑based sales with face‑to‑face interactions focused on adopting the firm’s Wealth Management Platform.

Responsibilities

• Educate and promote the benefits of fee‑based business.
• Facilitate adoption of the firm’s advisory technology.
• Introduce appropriate investment managers based on clients’ needs.
• Help advisors grow their overall advisory businesses.
• Conduct one‑on‑one meetings and presentations to sizable groups of advisors.
• Execute a virtual regional strategy focusing on top opportunities and maintaining a fluid sales pipeline.
• Work closely with internal counterparts to manage sales strategy for the region.
• Drive impactful interactions and events, inviting the right advisors, creating and delivering content, and managing follow‑up.
• Partner with investment management companies to deliver collateral, share leads, and co‑present on specific content.
• Introduce and support advisors on product offerings including MF/ETF models, customized SMA models, tax services, and private client solutions.
• Review and analyze regional reports to prioritize existing and new prospects.
• Partner with internal consultant on converting sales leads into opportunities.
• Utilize key reports and data to establish goals and opportunities for advisors.
• Sustain a sales pipeline through schedule of individual 1:1 and regional meetings.
• Collaborate with marketing, product, platform, and research teams to share content, collateral, and strategy.
• Log all interactions in the firm’s CRM system.

Education Requirements

• Master’s Degree preferred.
• Bachelor’s degree from an accredited university in Economics, Finance, Business, or related subjects required.

Basic Requirements

• Series7 required.
• Ability to travel 50–75% of the time.
• 5+ years in a similar role.
• Driven and goal‑oriented with an enthusiastic sales‑focused personality.
• Extensive knowledge of advisory platforms, wealth‑management concepts, and investment strategies.
• Ability to introduce complex subject matter in a clear, articulate fashion.
• Strong organization and time‑management skills; ability to work independently.
• Deep experience working directly with financial advisors.
• Familiarity with using a client‑relationship‑management program.

Preferred Requirements

• CFP or CIMA certification.